
NASDAQ:TSLA
Can they do what they promise? If they can, then this is a really important business. They're selling the best driving experience, not e-cars that only so many want to buy. The answer to this question remains to be seen. Also, he's uncomfortable with Elon Musk's tweets. Musk is a visionary and hard-working, but as in investor he needs to see profitability which isn't there yet.
They make beautiful cars, but Musk has been inconsistent and are burning a lot of cash. Musk needs somebody who can actually run a car business. Musk is a visionary, but he needs to run a business, like Steve Jobs at Apple needed somebody. He will likely do an equity issue and dilute the stock. If Tesla keeps missing numbers, competitors will slowly catch up.